Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 24 years
- Protected through the principal
- No FCA actions
- Active company since 2014
- Accounts filed up to 31 March 2025
- Its whole board of directors changed in March 2026
Responsible principal firm
Burwood Sage + Brookridge Ltd Reference number: 231631 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Burwood Sage Asset Management Ltd (FRN 210723) is an AR of Burwood Sage + Brookridge Ltd (FRN 231631). When you use Burwood Sage Asset Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Burwood Sage Asset Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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No website on the FCA register
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Phone number
-
Address
36 Station Road, Orpington, BR6 0SA, United Kingdom
In the full report: 2 background checks
- What kind of line 01689 839417 is, and the 2 other firms that give it
- Who else gives the postcode BR6 0SA
Other names (1)
If you were contacted under any of these names, it is this firm.
- Burwood Sage & Co Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Burwood Sage + Brookridge Ltd, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company name
- BURWOOD SAGE ASSET MANAGEMENT LIMITED
- Company number
- 09040312 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 14 May 2014 (12 years old)
- Registered office
- Ascot Wealth Management Scotch Corner, London Road, Sunningdale, Berkshire, SL5 0ER, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Mark Alexander Insley | Director | May 1982 | 2 Mar 2026 | 38 other companies |
Other companies run by its director
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 38
- closed down
- 25
- are FCA-registered
- 4
In the full report: all 38 companies, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- The 4 on the FCA register
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£43.1k
+982% from £3,988
Employees (average)
3
Same as 3
Owed within a year
£107k
+101% from £53.2k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 09040312. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Burwood Sage Asset Management’s history from the FCA register and Companies House, newest first.
2026
2 March 2026
- Board replaced: all 3 directors left and a new director took over
- Daniel Christ no longer has significant control
- Mark Alexander Insley gained significant control
Companies House
2016
1 July 2016
- Daniel Christ gained significant control
Companies House
2015
9 July 2015
- Changed its registered name from "Burwood Sage & Co Ltd"
FCA register
2014
14 May 2014
- Incorporated at Companies House
Companies House
2002
27 March 2002
- Became an appointed representative
FCA register
In the full report: all 17 events
- All 17 events in its history (7 shown here)
- Every director appointment and resignation: 9
Firms connected to Burwood Sage Asset Management
Other FCA-listed firms that share a director, phone number or address with Burwood Sage Asset Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 5
- share a director
- 3
- share its phone number
- 2
In the full report: all 5 connected firms, named
- How each is linked: shared directors (3), the same phone number (2), the same postcode (3)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Firms like Burwood Sage Asset Management
Other firms of the same type (financial adviser), nearest first.
In Orpington
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Burwood Sage Asset Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 38 other companies its directors have run, named
- 2 background checks on its contact details
- 6 years of accounts, charted
- All 17 events in its history
- 5 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk